Realta Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.2K | Sell |
477
-454
| -49% | -$63K | 0.03% | 217 |
|
|
2025
Q1 | $109K | Buy |
931
+147
| +19% | +$17.3K | 0.05% | 204 |
|
|
2024
Q4 | $102K | Buy |
784
+777
| +11,100% | +$101K | 0.04% | 220 |
|
|
2024
Q3 | $854 | Buy |
+7
| New | +$854 | ﹤0.01% | 348 |
|
|
2023
Q4 | – | Sell |
-562
| Closed | -$54.3K | – | 617 |
|
|
2023
Q3 | $54.3K | Hold |
562
| – | – | 0.01% | 525 |
|
|
2023
Q2 | $54.3K | Buy |
+562
| New | +$54.3K | 0.01% | 551 |
|
|
2023
Q1 | – | Sell |
-454
| Closed | -$37.9K | – | 625 |
|
|
2022
Q4 | $37.9K | Buy |
454
+71
| +19% | +$5.93K | 0.01% | 572 |
|
|
2022
Q3 | $30K | Buy |
+383
| New | +$30K | 0.01% | 582 |
|
|
2020
Q1 | – | Sell |
-746
| Closed | -$56K | – | 861 |
|
|
2019
Q4 | $56K | Hold |
746
| – | – | 0.02% | 635 |
|
|
2019
Q3 | $53K | Hold |
746
| – | – | 0.01% | 658 |
|
|
2019
Q2 | $54K | Buy |
746
+596
| +397% | +$43.1K | 0.02% | 650 |
|
|
2019
Q1 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 906 |
|